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Dimensional Emerging Markets Sustainability Core 1 ETF (DFSE) Institutional Ownership

$38.00 -0.13 (-0.34%)
Closing price 07/11/2025 04:10 PM Eastern
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$38.08 +0.08 (+0.21%)
As of 07/11/2025 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for Dimensional Emerging Markets Sustainability Core 1 ETF (NYSEARCA:DFSE)

Number of
Institutional Buyers
(last 12 months)
100
Total
Institutional Inflows
(last 12 months)
$85.71M
Number of
Institutional Sellers
(last 12 months)
29
Total
Institutional Outflows
(last 12 months)
$17.85M
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DFSE Institutional Buying and Selling by Quarter

Dimensional Emerging Markets Sustainability Core 1 ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/11/2025Quantum Financial Advisors LLC573,927$21.84M3.0%-1.7%5.218%
7/11/2025Farther Finance Advisors LLC16,222$617K0.0%+1.7%0.147%
7/10/2025 Klaas Financial Asset Advisors LLC49,829$1.90M0.3%+8.4%0.453%
7/10/2025 Waypoint Wealth Partners Inc.30,733$1.17M0.3%+34.0%0.279%
7/10/2025 Wealth Enhancement Advisory Services LLC96,572$3.71M0.0%-3.2%0.878%
7/8/2025 Apella Capital LLC51,928$1.97M0.1%+8.5%0.472%
7/7/2025 New Capital Management LP74,936$2.85M0.8%+8.2%0.681%
7/3/2025 Fiduciary Financial Group LLC8,849$337K0.1%+7.0%0.081%
5/20/2025Focus Partners Wealth312,807$10.54M0.0%+1,844.2%2.870%
5/19/2025Jane Street Group LLC201,069$6.77M0.0%+539.4%1.845%
5/15/2025EP Wealth Advisors LLC21,139$712K0.0%+9.0%0.194%
5/15/2025Focus Partners Advisor Solutions LLC47,794$1.61M0.0%+25.7%0.438%
5/15/2025Betterment LLC20,819$701K0.0%+18.2%0.191%
5/14/2025Heritage Financial Services LLC60,881$2.05M0.2%-17.6%0.559%
5/13/2025RW Investment Management LLC27,429$924K0.1%-10.5%0.252%
5/13/2025Francis Financial Inc.119,335$4.02M1.0%-1.0%1.095%
5/13/2025Heck Capital Advisors LLC11,522$388K0.0%N/A0.106%
5/12/2025Balanced Rock Investment Advisors LLC87,112$2.93M2.3%+3.7%0.799%
5/12/2025Townsquare Capital LLC56,127$1.89M0.0%-9.4%0.515%
5/12/2025Truepoint Inc.33,140$1.12M0.0%+3.4%0.304%
5/9/2025Chicago Partners Investment Group LLC6,772$234K0.0%+5.8%0.062%
5/9/2025North Ridge Wealth Advisors Inc.12,529$422K0.3%-4.0%0.115%
5/9/2025Navigoe LLC34,734$1.17M1.0%-3.5%0.319%
5/8/2025Momentous Wealth Management Inc.20,055$675K0.5%+16.8%0.184%
5/8/2025Abacus Wealth Partners LLC525,544$17.70M2.7%+1.0%4.822%
5/8/2025Modera Wealth Management LLC16,842$567K0.0%-4.2%0.155%
5/8/2025Delap Wealth Advisory LLC7,754$261K0.1%N/A0.071%
5/7/2025AWM Capital LLC882,216$29.71M3.5%+3.6%8.094%
5/7/2025Drive Wealth Management LLC56,127$1.89M0.4%-6.9%0.515%
5/6/2025Grand Wealth Management LLC6,531$220K0.1%-6.3%0.060%
5/6/2025Morling Financial Advisors LLC19,945$672K0.2%+34.4%0.183%
5/5/2025Parkworth Wealth Management Inc.3,273$110K0.1%+19.0%0.030%
5/5/2025Nwam LLC23,067$777K0.1%+4.6%0.212%
5/2/2025Forum Financial Management LP395,611$13.32M0.2%+1.7%3.629%
5/2/2025MB Generational Wealth LLC16,780$565K0.4%-5.1%0.154%
5/2/2025Parcion Private Wealth LLC8,448$285K0.0%+7.0%0.078%
5/1/2025Asset Dedication LLC80,193$2.70M0.2%-8.4%0.736%
4/29/2025Financial Counselors Inc.7,499$253K0.0%-13.7%0.069%
4/29/2025von Borstel & Associates Inc.4,909$165K0.0%N/A0.045%
4/29/2025 New Capital Management LP69,258$2.33M0.7%+11.3%0.635%
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4/28/2025North Capital Inc.2,000$67K0.1%N/A0.018%
4/28/2025Equita Financial Network Inc.6,573$221K0.1%N/A0.060%
4/28/2025Quarry Hill Advisors LLC28,787$970K0.6%+25.8%0.264%
4/28/2025BetterWealth LLC13,640$459K0.1%-23.7%0.125%
4/25/2025EnRich Financial Partners LLC10,254$345K0.1%+6.1%0.094%
4/25/2025Root Financial Partners LLC6,739$227K0.0%N/A0.062%
4/24/2025 Klaas Financial Asset Advisors LLC45,971$1.55M0.3%+25.7%0.434%
4/23/2025Allodium Investment Consultants LLC61,119$2.06M1.5%+4.4%0.577%
4/23/2025Sequoia Financial Advisors LLC15,056$507K0.0%N/A0.142%
4/23/2025Pure Financial Advisors LLC44,405$1.50M0.0%+39.1%0.419%
4/23/2025Perigon Wealth Management LLC43,018$1.45M0.0%+11.7%0.406%
4/23/2025Northland Capital Management LLC21,093$710K0.5%-9.4%0.199%
4/23/2025RAM Investment Partners LLC56,623$1.91M0.5%+6.5%0.534%
4/23/2025Citrine Capital LLC302,513$10.19M6.4%+6.2%2.854%
4/22/2025Cordant Inc.33,101$1.12M0.6%-1.0%0.312%
4/21/2025Flagstone Financial Management7,533$254K0.1%N/A0.071%
4/21/2025Compass Capital Corp MA ADV6,357$205K0.1%N/A0.060%
4/18/2025Planning Center Inc.40,854$1.38M0.2%-4.2%0.385%
4/18/2025Five Oceans Advisors332,401$11.20M5.4%+0.7%3.136%
4/17/2025Adero Partners LLC210,308$7.08M0.5%+1.9%1.984%
4/17/2025Retirement Solution LLC262,876$8.85M2.4%+25.6%2.480%
4/17/2025RHS Financial LLC11,531$388K0.2%+3.1%0.109%
4/17/2025Brighton Jones LLC64,482$2.17M0.1%+8.4%0.608%
4/16/2025Meritas Wealth Management LLC15,939$537K0.3%+72.4%0.150%
4/16/2025Wealth Advisors Northwest LLC6,370$215K0.1%N/A0.060%
4/16/2025Schoolcraft Capital LLC58,270$1.96M0.4%-16.5%0.550%
4/15/2025 Fiduciary Financial Group LLC8,271$259K0.1%-18.5%0.078%
4/15/2025Simplicity Wealth LLC10,237$345K0.0%N/A0.097%
4/14/2025 Henrickson Nauta Wealth Advisors Inc.17,437$547K0.2%+58.5%0.165%
4/14/2025Greenspring Advisors LLC74,120$2.50M0.6%-44.4%0.699%
4/10/2025 Apella Capital LLC47,847$1.52M0.1%+29.3%0.451%
4/9/2025Arlington Financial Advisors LLC9,071$306K0.1%-11.8%0.086%
4/9/2025Quantum Financial Advisors LLC583,918$19.67M2.9%+5.9%5.509%
4/7/2025AdvisorNet Financial Inc10,570$356K0.0%+9.8%0.100%
3/17/2025 Wealth Enhancement Advisory Services LLC99,943$3.31M0.0%-0.7%0.961%
2/21/2025Vermillion Wealth Management Inc.3,832$127K0.1%N/A0.050%
2/19/2025Pinney & Scofield Inc.1,031$34K0.0%N/A0.013%
2/18/2025Orion Capital Management LLC2,898$96K0.0%N/A0.038%
2/18/2025Focus Partners Advisor Solutions LLC38,012$1.26M0.0%+29.9%0.494%
2/17/2025Focus Partners Wealth16,089$533K0.0%+25.6%0.209%
2/17/2025Francis Financial Inc.120,557$3.99M0.9%-1.0%1.566%
2/17/2025EP Wealth Advisors LLC19,399$643K0.0%N/A0.252%
2/14/2025Jane Street Group LLC31,447$1.04M0.0%-85.1%0.408%
2/14/2025Rehmann Capital Advisory Group7,255$240K0.0%+14.2%0.094%
2/14/2025Navigoe LLC36,001$1.19M1.2%N/A0.468%
2/14/2025WealthCollab LLC1,467$49K0.0%+256.1%0.019%
2/14/2025Betterment LLC17,614$584K0.0%+67.4%0.229%
2/14/2025OneDigital Investment Advisors LLC68,080$2.26M0.0%+8.4%0.884%
2/14/2025Forum Financial Management LP388,959$12.89M0.2%+4.3%5.051%
2/14/2025Bridge Generations Wealth Management LLC10,753$356K0.2%N/A0.140%
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2/14/2025Balanced Rock Investment Advisors LLC84,002$2.78M2.2%N/A1.091%
2/13/2025NewEdge Advisors LLC12,068$400K0.0%+8.6%0.157%
2/13/2025Townsquare Capital LLC61,953$2.05M0.0%+4.0%0.805%
2/12/2025Grand Wealth Management LLC6,968$231K0.1%+9.4%0.090%
2/12/2025Physician Wealth Advisors Inc.4,967$165K0.0%N/A0.065%
2/12/2025Rockbridge Investment Management LCC14,355$476K0.1%+6.3%0.186%
2/12/2025Foundation Wealth Management LLC PA6,275$208K0.1%N/A0.081%
2/12/2025Financial Counselors Inc.8,686$288K0.0%N/A0.113%
2/12/2025Momentous Wealth Management Inc.17,170$569K0.5%N/A0.223%
2/11/2025Syverson Strege & Co12,519$415K0.1%+8.0%0.163%
(Data available from 1/1/2016 forward)

DFSE Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of DFSE shares?

During the previous two years, 131 institutional investors and hedge funds held shares of Dimensional Emerging Markets Sustainability Core 1 ETF. The most heavily invested institutionals were AWM Capital LLC ($29.71M), Quantum Financial Advisors LLC ($21.84M), Abacus Wealth Partners LLC ($17.70M), Forum Financial Management LP ($13.32M), Five Oceans Advisors ($11.20M), Focus Partners Wealth ($10.54M), and Citrine Capital LLC ($10.19M).Learn more on Dimensional Emerging Markets Sustainability Core 1 ETF's institutional investors.

Which institutional investors have been buying Dimensional Emerging Markets Sustainability Core 1 ETF's stock?

Of the 130 institutional investors that purchased Dimensional Emerging Markets Sustainability Core 1 ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: AWM Capital LLC ($522.14K), Forum Financial Management LP ($382.84K), Citrine Capital LLC ($302.51K), Focus Partners Wealth ($300.00K), Abacus Wealth Partners LLC ($243.67K), Elser Financial Planning Inc ($211.67K), and Jane Street Group LLC ($169.62K).

How much institutional buying is happening at Dimensional Emerging Markets Sustainability Core 1 ETF?

Institutional investors have bought a total of 2,541,588 shares in the last 24 months. This purchase volume represents approximately $85.71M in transactions.

Which of Dimensional Emerging Markets Sustainability Core 1 ETF's major shareholders have been selling company stock?

Of the 29 institutional investors that sold Dimensional Emerging Markets Sustainability Core 1 ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Jane Street Group LLC ($339.18K), Greenspring Advisors LLC ($59.30K), Heritage Financial Services LLC ($14.87K), Asset Dedication LLC ($13.40K), Quantum Financial Advisors LLC ($12.55K), Schoolcraft Capital LLC ($11.53K), and Wealth Enhancement Advisory Services LLC ($8.63K).

How much institutional selling is happening at Dimensional Emerging Markets Sustainability Core 1 ETF?

Institutional investors have sold a total of 523,064 shares in the last 24 months. This volume of shares sold represents approximately $17.85M in transactions.


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This page (NYSEARCA:DFSE) was last updated on 7/13/2025 by MarketBeat.com Staff
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